Portability of Applicable Exclusion Amount Between Spouses
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
The estate of the first spouse to die can elect to transfer any unused exclusion amount to the surviving spouse. Read more in this Financial Tip.
You bought the best car seat for your new baby. Now protect your child by updating your Will and beneficiary forms. Learn more in this Financial Tip.
Busted budget? That does not mean your budget cannot work. It means you need to set a more realistic target. We explain in today’s Marietta Daily Journal
A child’s financial education can start before they can count. As a parent, they look at you as a financial role model. Read all about it in this Financial Tip.
Love your sweetie, but not so much your sweetie’s credit score? Talk about your finances before you marry. Read more in our Marietta Daily Journal blog post. This article is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by…
A blushing bride at 60—afterall, 60 is the new 30! With a new marriage, your Social Security benefits may change. Learn more in this week’s Financial Tip.
Bil Lako, CFP® and Jennifer Thomas, CFP®, highlight some of the financial aspects to having a child.
C.P.A. Kathy Moore-Nietrzeba joins “Money Talks” to answer a listener’s question about establishing an IRA for his child.
The Henssler Financial research analysts tackle listeners’ questions on custodial accounts, the FICA tax and consumer sentiment.
Gifting shares of a company children are familiar with can be a good way to teach them about investing.